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Author Archive | Mad Hedge Fund Trader

Be Careful Who You Snitch On

Buried in the recently passed Dodd-Frank financial reform bill are massive financial rewards for turning in your crooked boss. The SEC is hoping that multimillion-dollar rewards amounting to 10%-30% of sanction amounts will drive a stampede of whistleblowers to their doors with evidence of malfeasance and fraud by their employers. If such rules were in […]

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February 27, 2013 – Quote of the Day

‘Total credit market debt in the world has gone from $80 trillion to $200 trillion in the last ten years, an 11% annual rate, while GDP has grown by 4%. This can’t continue. It’s a simple matter of arithmetic,’ said Kyle Bass, of hedge fund Hayman Partners.

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February 26, 2013

Global Market Comments February 26, 2013 Fiat Lux Featured Trade: (SUDDENLY THOSE ITALIAN LESSONS ARE PAYING OFF), (FXE), (EUO), (EWI), (VIX), (UUP), (NEW BOJ GOVERNOR CRATERS YEN), (FXY), (YCS), (UUP), (PETER F. DRUCKER ON MANAGEMENT) CurrencyShares Euro Trust (FXE) ProShares UltraShort Euro (EUO) iShares MSCI Italy Capped Index (EWI) VOLATILITYS&P500 (VIX) PowerShares DB US Dollar […]

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Suddenly Those Italian Lessons Are Paying Off

Welcome to the first black swan of 2013! You couldn’t mistake the meaning of the cries of topless female protesters as they flung themselves at police guarding Italian polling stations on Monday. Basta! Basta! Enough! Enough! The purpose of their demonstration was visibly scrawled in large letters across their nubile bodies in black ink for […]

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New BOJ Governor Craters Yen

At long last, Japanese Prime Minister, Shinzo Abe, has appointed a new governor to the Bank of Japan, Haruhiko Kuroda. The foreign currency markets responded immediately, taking the Japanese yen down to ¥94.60, a new three year low. It also broke new ground in a range of currency crosses, including Euro/Yen, Ausie/Yen, and Kiwi/Yen. It […]

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Peter F. Drucker on Management

If you have been living in a cave for the last 72 years and missed the work of management guru, Peter F. Drucker, here is your chance to catch up. I just finished reading The Essential Drucker, a weighty tome of 368 pages which summarized the high points and pearls of wisdom of the author’s […]

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February 26, 2013 – Quote of the Day

“You can reduce discretionary spending down to zero and it won’t have much impact on our fiscal problems because it’s such a small proportion of the total,” said Ben Bernanke, chairman of the Federal Reserve.

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February 25, 2013

Global Market Comments February 25, 2013 Fiat Lux Featured Trade: (ANOTHER DAY IN THE LIFE OF THE MAD HEDGE FUND TRADER), (SPY), (SPX), (QQQ), (AAPL), (HPQ), (YHOO), (CSCO), (TLT), (TBT), (FXF), (UUP), (FXE), (GLD), (GDX), (TSLA), (USO) SPDR S&P 500 (SPY) SPX Corporation (SPW) PowerShares QQQ (QQQ) Apple Inc. (AAPL) Hewlett-Packard Company (HPQ) Yahoo! Inc. […]

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A Day in the Life of the Mad Hedge Fund Trader

Diary Entry for Friday, February 22, 2013 Dear Diary, 4:30 PM Thursday- Thought I’d check my Bloomberg to see how the Asian markets were opening. Wow! Shanghai is really taking it in the shorts, down 5%. Looks like when Ben Bernanke catches a cold, the Chinese markets catch pneumonia. They must be more dependent on […]

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February 25, 2013 – Quote of the Day

“Over the long term, all of the fiat currencies of the world are involved in a competitive devaluation. The structural stresses in most of the western economies are such that centrals banks will attempt to continue to substitute liquidity for solvency.” said Rick Rule, chairman of Sprott US Holdings, a precious metals specialist.

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February 22, 2013

Global Market Comments February 22, 2013 Fiat Lux Featured Trade: (FOLLOW UP ON TESLA), (TSLA), (DON’T MISS THIS REAL ESTATE BUBBLE), (A VERY SHORT HISTORY OF HEDGE FUNDS), (POPULATION BOMB ECHOES), (POT), (MOS), (AGU), (RJA), (CORN), (WEAT), (SOYB) Tesla Motors, Inc. (TSLA) Potash Corp. of Saskatchewan, Inc. (POT) The Mosaic Company (MOS) Agrium Inc. (AGU) […]

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Follow Up on Tesla

Damn! I should have cut a commission deal with Tesla (TSLA) before I published my story on their amazing electric vehicle a few days ago (click here for “My Take on the Tesla Tiff”). I have since received a dozen emails from readers telling me they have jumped on the waiting list with a $5,000 […]

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Don’t Miss This Real Estate Bubble

There is a new real estate bubble forming in the US, but it is not inflating where you think. Apartment rents have been rapidly rising, and are about to go ballistic. In fact the appreciation has been so strong that the cost of ownership is now less than renting in many parts of the country, […]

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A Very Short History of Hedge Funds

Legendary Fortune Magazine editor, Winslow Jones, created the first hedge fund out of a shabby office on Broadway in New York City in 1948, and generated monster returns over the next 20 years. He got the idea of a 20% performance bonus, now an industry standard, from ancient Phoenician sea captains who kept a fifth […]

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The “Population Bomb” Echoes

Pack your portfolios with agricultural plays like Potash (POT), Mosaic (MOS), and Agrium (AGU) if Dr. Paul Ehrlich is just partially right about the impending collapse of the world’s food supply. You might even throw in long positions in wheat (WEAT), corn (CORN), soybeans (SOYB), and rice. The never dull, and often controversial Stanford biology […]

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